Civic Intelligence

P H M Non Profit Organizations Inc

990EZ • Fiscal year 2024 • EIN 35-1896057

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization Profile
59400 Elm RoadMishawaka, IN 46544

(630) 881-1699

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

36th percentile

-2.5%

Higher net margin than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

$22,837

No earlier filing loaded for comparison.

Net Assets

$22,837

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin36th percentile

Revenue

$33,079

No earlier filing loaded for comparison.

Expenses

$33,913

No earlier filing loaded for comparison.

Net Income

-$834

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2024: $22,837Liabilities 2024: $0Net Assets 2024: $22,8372024Assets 2025: $28,718Liabilities 2025: $0Net Assets 2025: $28,7182025

Highlighted filing

2024

Assets$22,837
Liabilities$0
Net Assets$22,837
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2024: $33,079Expenses 2024: $33,913Net Income 2024: -$8342024Revenue 2025: $34,958Expenses 2025: $29,359Net Income 2025: $5,5992025

Highlighted filing

2024

Revenue$33,079
Expenses$33,913
Net Income-$834
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$79,787
Mission and Program Overview

Mission

To promote the welfare of the children at Elm Road School, serve as an avenue for school concerns, bring closer the relation between home and school, and develop with the public and educators a united effort to secure the highest advantage in education.

Program Services

DescriptionGrantsExpenses
The Learning support fund provides assemblies and learning software and competitions and serves 500 students. The Student/Family Community Support funds events and student experiences and benefits 1500-2000 people. The School and Staff support fund provides staff appreciation and classroom resources and benefits 600 people.-$25,739
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley KaffenbergerPresidentPT$0--
Heather MartinVice PresidentPT$0--
Lindsey MeszarosSecretaryPT$0--
Rachel KozakTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pizza Ticket Fundraiser$49,729$49,729$28,106$21,623
Event 2-$0-$0
Total Events$49,729$49,729$28,910$20,819
Filing and Contact Details

Filer

Filer Name
Elm Road Elementary PTO
EIN
35-1896057
Phone
6308811699
Address
59400 Elm Road, Mishawaka, IN 46544

Signing Officer

Name
Rachel Kozak
Title
Treasurer
Phone
6308811699
Signed
2024-11-15
Supplemental Narrative

Additional Explanations

990-EZ, Part 1, Line 8

“Other revenue includes program discount ($15)”

990-EZ, Part 1, Line 10

“Grants or similar expenses: Learning software/competition: $6675 School/Teacher/Staff Support: $8030 5th Grade graduation gift: $1086 Robotics club: $595 Eagles: $298 Bowling: $176 Art: $640 Screen Free Week: $637 Donuts with Grownups: $588 Teacher of the Year: $95 Gift to school of school supplies: $7458 Volunteer Dinner: $327 Back to School Event: 1073 Fun in the Sun event: 871”

990-EZ, Part 1, Line 16

“Other Expenses Field Trips: $2784 Miscellaneous Supplies for the PTO: $1052 PTO Management Tools: $1137”

Raw XML Appendix210 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Rachel Kozak
IRS990EZ/BooksInCareOfDetail/PhoneNum06308811699
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt059400 Elm Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Mishawaka
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046544
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023671
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022837
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01391
IRS990EZ/CostOfGoodsSoldAmt012289
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-834
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023671
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022837
IRS990EZ/FundraisingGrossIncomeAmt062832
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt0179
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028514
IRS990EZ/GrossProfitLossSlsOfInvntryAmt03081
IRS990EZ/GrossReceiptsAmt079787
IRS990EZ/GrossSalesOfInventoryAmt015370
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023671
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022837
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023671
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022837
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt16
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt26
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt39
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ashley Kaffenberger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lindsey Meszaros
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rachel Kozak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt04973
IRS990EZ/OtherRevenueTotalAmt015
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the welfare of the children at Elm Road School, serve as an avenue for school concerns, bring closer the relation between home and school, and develop with the public and educators a united effort to secure the highest advantage in education.
IRS990EZ/PrintingPublicationsPostageAmt0426
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Learning support fund provides assemblies and learning software and competitions and serves 500 students. The Student/Family Community Support funds events and student experiences and benefits 1500-2000 people. The School and Staff support fund provides staff appreciation and classroom resources and benefits 600 people.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025739
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt034419
IRS990EZ/SpecialEventsNetIncomeLossAmt028592
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033913
IRS990EZ/TotalProgramServiceExpensesAmt025739
IRS990EZ/TotalRevenueAmt033079
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0parents teacher organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Income from returning products no longer needed by the organization
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01391
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt079787
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt079787
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt015
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99982
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt081178
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt081178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081193
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028910
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt073
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt073
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Pizza Ticket Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0484
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049729
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020819
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0247
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0247
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028106
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt028106
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleG/TotalGrossReceiptsAmt00
IRS990ScheduleG/TotalNetToOrganizationAmt00
IRS990ScheduleG/TotalRetainedByContractorsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other revenue includes program discount ($15)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Grants or similar expenses: Learning software/competition: $6675 School/Teacher/Staff Support: $8030 5th Grade graduation gift: $1086 Robotics club: $595 Eagles: $298 Bowling: $176 Art: $640 Screen Free Week: $637 Donuts with Grownups: $588 Teacher of the Year: $95 Gift to school of school supplies: $7458 Volunteer Dinner: $327 Back to School Event: 1073 Fun in the Sun event: 871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Expenses Field Trips: $2784 Miscellaneous Supplies for the PTO: $1052 PTO Management Tools: $1137
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part 1, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part 1, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990-EZ, Part 1, Line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Rachel Kozak
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06308811699
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Elm Road Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0ELMR
ReturnHeader/Filer/EIN0351896057
ReturnHeader/Filer/PhoneNum06308811699
ReturnHeader/Filer/USAddress/AddressLine1Txt059400 Elm Road
ReturnHeader/Filer/USAddress/CityNm0Mishawaka
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046544
ReturnHeader/ReturnTs02024-11-15T14:34:14Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,837
Liabilities
$0
Net assets
$22,837
Revenue
$33,079
Expenses
$33,913
Net income
-$834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.7$0.00$28.7$35.0$29.4$5.60
2024Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$33.1$33.9$0.83